ZIM
ADVM

Zacks Investment Management’s Adverum Biotechnologies ADVM Stock Holding History

Zacks Investment Management’s Portfolio ADVM Stock Details ADVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,617
Closed -$88.6K – 667
2024
Q3 		$88.6K Buy
+12,617
New +$91.6K ﹤0.01% 663
2022
Q4 		– Sell
-2,284
Closed -$22K – 597
2022
Q3 		$22K Buy
+2,284
New +$30K ﹤0.01% 573

Other funds holding ADVM

BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
5VM
5AM Venture Management San Francisco, California $360M AUM 345.76% 1-Year Est. Return
VVM
Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zacks Investment Management's ADVM Position: Q4 2024 in Review

Zacks Investment Management sold out of Adverum Biotechnologies (ADVM) in Q4 2024, closing a stake of 12,617 shares — an estimated $88.6K sold.

Zacks Investment Management first reported a position in ADVM in Q3 2022 and held it in 2 quarters. The position peaked at $88.6K in Q3 2024. 69 funds tracked by Wall St. Rank hold ADVM as of Q4 2024.

  • Zacks Investment Management reported no remaining Adverum Biotechnologies position as of Q4 2024 after selling out during the quarter.
  • Zacks Investment Management sold 12,617 Adverum Biotechnologies shares in Q4 2024, an estimated $88.6K.
  • Zacks Investment Management first reported a position in Adverum Biotechnologies in Q3 2022 and held it in 2 quarters.
  • Zacks Investment Management's Adverum Biotechnologies position peaked at $88.6K in Q3 2024.
  • 69 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q4 2024.

Based on Zacks Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.